• Welcome to TechPowerUp Forums, Guest! Please check out our forum guidelines for info related to our community.

TSMC 5 nm Fab in Arizona will Change Global Semiconductor Supply Chain: Report

AleksandarK

Staff member
Joined
Aug 19, 2017
Messages
1,503 (0.86/day)
TSMC has just recently announced that they will be building a semiconductor factory in the US, thanks to the pressure from Trump administration. The 5 nm Fab will be built in Arizona, with construction starting in 2021. It will be finished in the year 2024 when the plant will operate at a capacity of 20,000 wafers per month. This is not a high number as TSMC Fabs usually operate at a rate of 100-150K wafers per month, however, the amazing thing is the location of the Fab. The US Fab in Arizona is set to change the global landscape of the semiconductor supply chain, as per the latest report from DigiTimes Research.

Arizona is a place in the US where lots of companies are building semiconductors. Intel, Raytheon, Microchip, ON Semiconductor, VLSI, Freescale, NXP, STMicroelectronics, Honeywell, Marvel, Amkor, Philips, and Western Digital have their facilities there and Arizona can be considered one of the key places for semiconductor manufacturing in the US. With TSMC adding their manufacturing facilities to that list as well, there could be a change in the supplier ecosystem. In light of the need for TSMC 5 nm Fab, the world's leading OSAT (Outsourced Semiconductor Assembly and Test) suppliers may be encouraged to set up local production in Arizona to help TSMC with its plans. A lot of OSAT providers are headquartered in Taiwan, however, if there is a need, they are possibly going to build their manufacturing facilities in Arizona. This alone could change the way semiconductor manufacturing facilities are supplied, and the US could become a major center of OSAT providers.


View at TechPowerUp Main Site
 
Joined
Oct 22, 2014
Messages
13,209 (4.76/day)
Location
Sunshine Coast
System Name Black Box
Processor Intel Xeon E3-1260L v5
Motherboard MSI E3 KRAIT Gaming v5
Cooling Tt tower + 120mm Tt fan
Memory G.Skill 16GB 3600 C18
Video Card(s) Asus GTX 970 Mini
Storage Kingston A2000 512Gb NVME
Display(s) AOC 24" Freesync 1m.s. 75Hz
Case Corsair 450D High Air Flow.
Audio Device(s) No need.
Power Supply FSP Aurum 650W
Mouse Yes
Keyboard Of course
Software W10 Pro 64 bit
This has nothing to do with pressure from Trump, it's smart business sense to expand and have a safe base of operations.
 

the54thvoid

Moderator
Staff member
Joined
Dec 14, 2009
Messages
10,157 (2.23/day)
Location
Glasgow - home of formal profanity
System Name Newer Ho'Ryzen
Processor Ryzen 3700X
Motherboard Asus Crosshair VI Hero
Cooling TR Le Grand Macho
Memory 16Gb G.Skill 3200 RGB
Video Card(s) RTX 2080ti MSI Duke @2Ghz ish
Storage Samsumg 960 Pro m2. 512Gb
Display(s) LG 32" 165Hz 1440p GSYNC
Case Lian Li PC-V33WX
Audio Device(s) On Board
Power Supply Seasonic Prime TItanium 850
Software W10
Benchmark Scores Look, it's a Ryzen on air........ What's the point?
the US could start controlling the world's semiconductor supply chain.

I don't think that's appropriate use of the term 'control'. It implies the US Govt. would control the flow - which, in a capitalist, free society is a hideous concept.
 

the54thvoid

Moderator
Staff member
Joined
Dec 14, 2009
Messages
10,157 (2.23/day)
Location
Glasgow - home of formal profanity
System Name Newer Ho'Ryzen
Processor Ryzen 3700X
Motherboard Asus Crosshair VI Hero
Cooling TR Le Grand Macho
Memory 16Gb G.Skill 3200 RGB
Video Card(s) RTX 2080ti MSI Duke @2Ghz ish
Storage Samsumg 960 Pro m2. 512Gb
Display(s) LG 32" 165Hz 1440p GSYNC
Case Lian Li PC-V33WX
Audio Device(s) On Board
Power Supply Seasonic Prime TItanium 850
Software W10
Benchmark Scores Look, it's a Ryzen on air........ What's the point?
Please read this.

Not looking to argue but that link isn't relevant to the notion of a state controlling the supply of a product. TSMC manufacturing in Arizona helps with logistics and interfacing with companies reliant on TSMC products but it's not about control. As for 5G, doesn't change the state of affairs. US based companies and TSMC (in Taiwan) were already trading back and forth. Again, it's about the idea stated in the post that US could start controlling the world semi-conductor supply chain.
 

AleksandarK

Staff member
Joined
Aug 19, 2017
Messages
1,503 (0.86/day)
Not looking to argue but that link isn't relevant to the notion of a state controlling the supply of a product. TSMC manufacturing in Arizona helps with logistics and interfacing with companies reliant on TSMC products but it's not about control. As for 5G, doesn't change the state of affairs. US based companies and TSMC (in Taiwan) were already trading back and forth. Again, it's about the idea stated in the post that US could start controlling the world semi-conductor supply chain.
You are right. I updated the article. Thanks for pointing it out.
 
Joined
Jun 3, 2010
Messages
2,540 (0.58/day)
I don't think that's appropriate use of the term 'control'. It implies the US Govt. would control the flow - which, in a capitalist, free society is a hideous concept.
Expecting market forces to play out in your favour without any attention to determinism is gambling.
 

the54thvoid

Moderator
Staff member
Joined
Dec 14, 2009
Messages
10,157 (2.23/day)
Location
Glasgow - home of formal profanity
System Name Newer Ho'Ryzen
Processor Ryzen 3700X
Motherboard Asus Crosshair VI Hero
Cooling TR Le Grand Macho
Memory 16Gb G.Skill 3200 RGB
Video Card(s) RTX 2080ti MSI Duke @2Ghz ish
Storage Samsumg 960 Pro m2. 512Gb
Display(s) LG 32" 165Hz 1440p GSYNC
Case Lian Li PC-V33WX
Audio Device(s) On Board
Power Supply Seasonic Prime TItanium 850
Software W10
Benchmark Scores Look, it's a Ryzen on air........ What's the point?
Expecting market forces to play out in your favour without any attention to determinism is gambling.

Yeah. And capitalism uses stocks ands share which are reliant on investment which is a form of gambling. The only business that is not a gamble is one which is state owned and covered by government control and endless financial backing.
 
Joined
Feb 18, 2005
Messages
3,458 (0.55/day)
Location
Ikenai borderline!
I don't think that's appropriate use of the term 'control'. It implies the US Govt. would control the flow - which, in a capitalist, free society is a hideous concept.

Bullying companies into building their manufacturing facilities where you want them to be built sure sounds like control to me.

In much the same way that China hasn't been communist in the pure sense of the term for decades now, neither has the USA been capitalist.
 
Joined
Jun 3, 2010
Messages
2,540 (0.58/day)
Yeah. And capitalism uses stocks ands share which are reliant on investment which is a form of gambling. The only business that is not a gamble is one which is state owned and covered by government control and endless financial backing.
I would like to point out, if "reliant on investment" is correctly understood then market guidance versus market reliance isn't so bad.
Total=size×unit.
You either respect your assessment to your own value by preserving your unit measure, or be liquidated.
You need to establish your base unit measure as your currency, so that that it will not devolve, or be overleveraged.
I would like to share your romanticism, however US dollar value is established on its commodities. If you let markets loose, you will be shortchanged.
 
Joined
Jan 8, 2017
Messages
7,174 (3.65/day)
System Name Good enough
Processor AMD Ryzen R7 1700X - 4.0 Ghz / 1.350V
Motherboard ASRock B450M Pro4
Cooling Deepcool Gammaxx L240 V2
Memory 16GB - Corsair Vengeance LPX - 3333 Mhz CL16
Video Card(s) OEM Dell GTX 1080 with Kraken G12 + Water 3.0 Performer C
Storage 1x Samsung 850 EVO 250GB , 1x Samsung 860 EVO 500GB
Display(s) 4K Samsung TV
Case Deepcool Matrexx 70
Power Supply GPS-750C
This has nothing to do with pressure from Trump, it's smart business sense to expand and have a safe base of operations.

It's more about the "safe" part, they are just trying to avoid the whole vendetta the US started to have against Chinese companies. Imagine a nerd giving out their pocket money to the school bully.
 
Joined
Dec 12, 2016
Messages
240 (0.12/day)
It's more about the "safe" part, they are just trying to avoid the whole vendetta the US started to have against Chinese companies. Imagine a nerd giving out their pocket money to the school bully.

Agreed. My company is seeing many of our suppliers establishing a base in other countries to avoid tariffs. I think you can transfer goods between company branches and then sell locally in that branch's location. Presumably, those branches pay taxes on payroll, property, etc. so tariffs aren't needed.
 
Joined
Feb 23, 2008
Messages
996 (0.19/day)
Location
Montreal
System Name Aryzen / Sairikiki / Tesseract
Processor 3600 / i7 920@3.73 / i5 4690k@4.2
Motherboard Steel Legend B450M / GB EX58-UDP4 / GB Z97MX-G5
Cooling Mugen 5 / Pure Rock / Pure Loop 240
Memory Corsair Something 16 / Corsair Something 12 / Corsair 16
Video Card(s) Devil Vega 56 / Aorus 580 / AMD 6800XT
Storage Way too many drives...
Display(s) LG 32GK850F / Sony w800b / Hisense U78G
Case EVOLV / Carbide 540 / Carbide 280x
Audio Device(s) SB ZxR + GSP 500 / board / Yamaha RX-V475 + Pioneer AJ + Senn 6XX
Power Supply Seasonic PRIME GX-750 / Corsair HX750 / Seasonic Focus PX-650
Mouse G700 / none / G602
Keyboard G910
Software w10 64
Benchmark Scores I don't play benchmarks...
It's more about the "safe" part, they are just trying to avoid the whole vendetta the US started to have against Chinese companies. Imagine a nerd giving out their pocket money to the school bully.

At least TSMC not being a Chinese company has that going for them.
 
Joined
Jan 8, 2017
Messages
7,174 (3.65/day)
System Name Good enough
Processor AMD Ryzen R7 1700X - 4.0 Ghz / 1.350V
Motherboard ASRock B450M Pro4
Cooling Deepcool Gammaxx L240 V2
Memory 16GB - Corsair Vengeance LPX - 3333 Mhz CL16
Video Card(s) OEM Dell GTX 1080 with Kraken G12 + Water 3.0 Performer C
Storage 1x Samsung 850 EVO 250GB , 1x Samsung 860 EVO 500GB
Display(s) 4K Samsung TV
Case Deepcool Matrexx 70
Power Supply GPS-750C
Joined
Dec 22, 2011
Messages
259 (0.07/day)
This has nothing to do with pressure from Trump, it's smart business sense to expand and have a safe base of operations.
Exactly, in fact they already said earlier that they might expand to US (read: they already were but wasn't public yet) despite the pressure from the US Government, to which they had already answered that their business decisions are their own and US won't affect them.
 
Joined
Nov 4, 2005
Messages
11,112 (1.84/day)
System Name MoFo 2
Processor AMD PhenomII 1100T @ 4.2Ghz
Motherboard Asus Crosshair IV
Cooling Swiftec 655 pump, Apogee GT,, MCR360mm Rad, 1/2 loop.
Memory 8GB DDR3-2133 @ 1900 8.9.9.24 1T
Video Card(s) HD7970 1250/1750
Storage Agility 3 SSD 6TB RAID 0 on RAID Card
Display(s) 46" 1080P Toshiba LCD
Case Rosewill R6A34-BK modded (thanks to MKmods)
Audio Device(s) ATI HDMI
Power Supply 750W PC Power & Cooling modded (thanks to MKmods)
Software A lot.
Benchmark Scores Its fast. Enough.
This has nothing to do with pressure from Trump, it's smart business sense to expand and have a safe base of operations.


And the pressure put on TSMC by the Trump administration......
 

AsRock

TPU addict
Joined
Jun 23, 2007
Messages
17,599 (3.23/day)
Location
UK\USA
Processor 2500k \ AMD 3900X+NH-D15
Motherboard ASRock Z68 \ ASRock AM4 X570 Pro 4
Memory Samsung low profile 2x8GB \ Patriot 2x16GB PVS432G320C6K
Video Card(s) eVga GTX1060 SSC \ XFX R9 390X
Storage 2xIntel 80Gb (SATA2) Crucial MX500 \ Samsung 860 1TB +Samsung Evo 250GB+500GB Sabrent 1TB Rocket
Display(s) Samsung 1080P \ LG 43UN700
Case HTPC400 \ Fractal Design Torrent.
Audio Device(s) Yamaha RX-V677 \ Yamaha CX-830+Yamaha MX-630 Infinity RS4000\Paradigm P Studio 20, Blue Yeti
Power Supply Seasonic Focus 650w \ Seasonic Prime TX-750
Mouse Steelseries Sensei wireless \ Steelseries Sensei wireless
Keyboard Logitech K120 \ ROCCAT MK Pro ( modded amber leds )
Benchmark Scores Meh benchmarks.
And the pressure put on TSMC by the Trump administration......

About time some one had some balls, if their was any such pressure to begin with.
 
Joined
Aug 8, 2019
Messages
430 (0.42/day)
System Name R2V2 *In Progress
Processor Ryzen 7 2700
Motherboard Asrock X570 Taichi
Cooling W2A... water to air
Memory G.Skill Trident Z3466 B-die
Video Card(s) Radeon VII repaired and resurrected
Storage Adata and Samsung NVME
Display(s) Samsung LCD
Case Some ThermalTake
Audio Device(s) Asus Strix RAID DLX upgraded op amps
Power Supply Seasonic Prime something or other
Software Windows 10 Pro x64
Isn't Arizona a right to work state with low wages?

Hmmm....
 

AsRock

TPU addict
Joined
Jun 23, 2007
Messages
17,599 (3.23/day)
Location
UK\USA
Processor 2500k \ AMD 3900X+NH-D15
Motherboard ASRock Z68 \ ASRock AM4 X570 Pro 4
Memory Samsung low profile 2x8GB \ Patriot 2x16GB PVS432G320C6K
Video Card(s) eVga GTX1060 SSC \ XFX R9 390X
Storage 2xIntel 80Gb (SATA2) Crucial MX500 \ Samsung 860 1TB +Samsung Evo 250GB+500GB Sabrent 1TB Rocket
Display(s) Samsung 1080P \ LG 43UN700
Case HTPC400 \ Fractal Design Torrent.
Audio Device(s) Yamaha RX-V677 \ Yamaha CX-830+Yamaha MX-630 Infinity RS4000\Paradigm P Studio 20, Blue Yeti
Power Supply Seasonic Focus 650w \ Seasonic Prime TX-750
Mouse Steelseries Sensei wireless \ Steelseries Sensei wireless
Keyboard Logitech K120 \ ROCCAT MK Pro ( modded amber leds )
Benchmark Scores Meh benchmarks.
Isn't Arizona a right to work state with low wages?

Hmmm....

Don't that just mean no unions ?, awesome. sick off their BS anyways.

Low wages, at least post some up to date links on that
 
Top